Bellamy W. Brown Email & Phone Number

Volunteer member serving in an advisory capacity to the City Council on the City’s established policy of equal opportunity and nondiscrimination in procurement and business development; in promoting the startup of minority-owned businesses in the City and the growth and expansion of existing City minority-owned businesses; continuing efforts to encourage the participation of businesses, and in particular those certified by the Department of Small Business and Supplier Diversity (SBSD) in City contracts; and assurance that its business development and procurement opportunities are made available to all persons, regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or any other basis prohibited by law.

Volunteer member providing objective and independent civilian-led oversight of the Charlottesville Police Department in an effort to enhance transparency and trust, to promote fair and effective policing, and to protect the civil and constitutional rights of the citizens of the City of Charlottesville.

Greater Charlottesville Area

Charlottesville, Virginia, United States

Built and maintained authentic, long lasting client relationships. Seasoned financial professional, passionate about working in a collaborative and client centric environment. Organically grew client practice leveraging a full spectrum of guidance solutions, goal based planning, and discussing key wealth management issues for practice clients above $250K. Collaborated with multiple business partners to create a memorable client experience and meet clients’ broad range of investment needs. Assessed client financial circumstances and investment objectives. Advised clients on advantages and disadvantages of various investment products. Managed diverse client portfolios and stayed current with financial industry and market trends. Adhered to all compliance/risk procedures, followed corporate and industry protocols, and protected the interest of the client and organization.

Charlottesville, Virginia

Oversaw all aspects of campaign. Coordinated and implemented fundraising operations. Created and managed campaign budget. Oversaw financial and accounting aspects of campaign. Maintained financial records in compliance with Virginia election law. Built relationships with press, and communicated with media as key spokesperson. Achieved 5,750 votes as an Independent candidate, placing in the top ten of candidates historically at the time.

Washington D.C. Metro Area

Provided consultative, needs-based approach to financial planning and advice, while leveraging collaborative team environment. Served as primary relationship manager for high net worth and affluent clients ($250k and above). Managed and developed assigned book of business across BofA Merrill platform in compliance with regulatory requirements. Advised small business owners on retirement and working capital needs and planning. Added value to clients and banking team via client product suggestions and offerings.Focus Areas: Wealth Management, Retirement Planning, 401(k) Rollovers, Investment Strategies, Asset Allocation, Business Planning, Risk Management, Equity Investments, Fixed Income Investments, Education Planning, Mutual Funds, ETFs, and Insurance.

Washington D.C. Metro Area

Provided sound and effective wealth accumulation and maintenance strategies for individuals and families in a consultative environment. Assessed client’s goals, needs, and objectives and provide solutions based on investment time horizon and risk tolerance. Pro-actively built relationships with existing and potential clients. Effectively managed $7M book of business consisting of client assets from $750k and below.Focus Areas: Wealth Management, Retirement Planning, 401(k) Rollovers, Investment Strategies, Asset Allocation, Business Planning, Risk Management, Equity Investments, Fixed Income Investments, Education Planning, Mutual Funds, ETFs, and Insurance.

Washington D.C. Metro Area

Experience with balance sheet and income statement preparation in accordance with GAAP. Performs G/L journal entries, monthly close, and bank and G/L account reconciliations for multiple properties. Reviews expense accruals for proper compliance. Conducts investment accounting analysis; resolves audit issues; and facilitates ad hoc projects as needed.

Washington D.C. Metro Area

Experience with balance sheet and income statement preparation in accordance with GAAP. Performs G/L journal entries, monthly close, and bank and G/L account reconciliations for multiple properties. Reviews expense accruals for proper compliance. Conducts investment accounting analysis; resolves audit issues; and facilitates ad hoc projects as needed.

Washington D.C. Metro Area

Managed the outsourced accounting functions; developed, managed and ensured adherence to financial processes and procedures. Managed all daily operations of the finance department, maintained internal controls and safeguards, coordinated all audit and tax activity, performed ad-hoc financial analysis for senior management, directed and coordinated organization's budget functions.Key Accomplishments:• Ensured timely preparation of financial reports meeting established deadlines.• Effectively and efficiently led budget development process, ensuring completion sooner than prior development processes.• Assembled financial training curriculum to train budget managers on financial and budget management.

Washington D.C. Metro Area

Led all organizational financial policies and functions including budget, credit, insurance, and maintaining outside treasury and tax relationships. Responsibility included on-boarding and termination, in addition to benefits (health insurance, 401(k), LTD, STD, FSA) administration, and payroll. Key Accomplishments:• Led the transformation of the human resources function from a document intensive to a digital based function.• Successfully presented argument to the IRS for abatement of a pre-existing $13k tax penalty.

Washington D.C. Metro Area

Hired by the V.P. of Accounting as a core member of the accounting team for one of the largest privately owned real estate development companies in the region, with emphasis on office, retail, residential and land development in Washington, D.C. Prepared balance sheet and income statements in accordance with GAAP. Performed G/L journal entries, monthly close, quarterly reforecast, and bank and G/L account reconciliations for multiple properties. Issued management reports.Key Accomplishments:• Consistently exceeded quality, quantity and time standards on all projects. Reviewed expense accruals for proper compliance, ensured accounts payable were not paid earlier than required, and made certain job costs were properly calculated.• Collaborated with lease administration and property management personnel to achieve monthly benchmarks.• Aided in corporate accounting with capital call and equity distributions.

Philadelphia, Pa Area/Washington D.C. Metro Area

Recruited and hired by the Regional Finance Team to successfully manage the annual budget process, five-member accounting staff and a high-volume, rapidly changing accounting operation. Ensured prompt and accurate handling of accounts payable/receivable, accounts receivable discounts, customer billings, sales tax and monthly bank reconciliations.Prepared and issued balance sheet and income statements in accordance with GAAP. Performed G/L journal entries, monthly close, and bank and G/L account reconciliations. Provided financial and variance analysis, maintained chart of accounts, reviewed internal controls for weaknesses, supplied financial statement training and assisted with audits. Maintained insurance coverage, contract performance, office equipment and information disaster recovery plan.Key Accomplishments:• Identified, measured, analyzed, and communicated financial information needed to plan, evaluate and control hotel operations. Presented details and insight on company’s financial health at executive meetings.• Commended for exceeding all KPIs in December 2005 and June 2006.• Recovered $50k in revenue from a credit system reporting error.• Contributed to financial reporting, asset and liability recognition, forecasting, working capital and cash control management.

Harrisonburg, Va

Camp Lejeune, Nc

Mps, American Government And Politics (United States)

Candidate Training Program, Public Policy

Political Leaders Program, Public Policy

Ms, Accounting

Mba, Finance

Bba, Finance, Political Studies

Activities and Societies: Student Government Association, Honor Council